Reporting Architecture

Siebel Reporting Layers

Reporting Architecture — Siebel Reporting Architecture: Data → Business Logic → Presentation

Architecture Components

1. Data Layer (Database)

Tables: S_OPTY (Opportunities), S_SRV_REQ (Service Requests), S_CONTACT (Contacts)
Views: Pre-joined tables for faster queries (e.g., S_OPTY_ACCOUNT_V combines opportunity + account data)
Indexes: Optimize query performance on frequently filtered columns

2. Business Object Layer

Business Components: Map to database tables (Opportunity BC → S_OPTY table)
Calculated Fields: Weighted Revenue = Revenue × Probability (computed at runtime)
Security: Row-level security filters (reps see only their accounts)

3. Report Object Layer

Report Definitions: Stored in Siebel repository (.srf file)
Data Sources: Which BCs provide data (e.g., "Opportunity Report" uses Opportunity BC)
Filters: Default criteria (e.g., "Opportunities closed this quarter")

4. Presentation Layer

Report UI: HTML rendering in browser
Charts: JavaScript-based visualizations (Chart.js, D3.js)
Export Formats: PDF, Excel, CSV generation

Report Execution Flow

Step-by-Step:

User Action: Clicks "Run Report: Sales Pipeline"
Report Server: Loads report definition from repository

Query Builder: Translates report to SQL query

SELECT s.NAME, s.REVENUE, s.CLOSE_DT, s.SALES_STAGE
FROM S_OPTY s
WHERE s.CLOSE_DT >= '2024-01-01' AND s.SALES_STAGE != 'Closed Lost'
ORDER BY s.REVENUE DESC

Database: Executes query, returns 500 rows
Business Logic: Applies security (filter to user's territory), calculates weighted revenue
Renderer: Formats as HTML table with sorting/paging
Browser: Displays report to user

Report Types & Storage

Standard Reports (Pre-Built)

Delivered by Oracle, stored in repository
Examples: "Opportunity Pipeline", "Service Request Aging", "Campaign ROI"
Can be customized (copy → modify → save as new report)

Custom Reports (User-Created)

Built using Report Designer (Siebel Tools or Web Tools)
Saved to repository or file system
Can be shared with other users via access control

External Reports (BI Publisher)

Created in Oracle BI Publisher
Siebel data extracted → BI Publisher formats → Advanced layouts (pixel-perfect PDFs)

Integration Points

Data Warehouse: Nightly ETL exports Siebel data → DW for historical analytics
BI Tools: Tableau, Power BI connect to Siebel database (read-only) for advanced visualization
Excel Add-In: Users query Siebel directly from Excel (refresh data on demand)